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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3201
Andina Capital Management
Utah
$777K -$92K -300 -11%
BW
3202
BostonPremier Wealth
Massachusetts
$775K – – –
MFS
3203
McNamara Financial Services
Massachusetts
$775K – – –
BWM
3204
Birchcreek Wealth Management
Ohio
$774K – – –
MPW
3205
MA Private Wealth
California
$774K +$1.53K +5 +0.2%
IAA
3206
Ironsides Asset Advisors
North Carolina
$773K +$30.7K +100 +4%
IW
3207
Instrumental Wealth
Florida
$773K +$83.1K +271 +15%
CG
3208
Clifford Group
Massachusetts
$773K – – –
1IA
3209
1620 Investment Advisors
Massachusetts
$773K -$183K -598 -20%
LF
3210
Lighthouse Financial
Florida
$771K +$717K +2,338 New
VIA
3211
Victrix Investment Advisors
Florida
$771K +$18.1K +59 +3%
PA
3212
Persium Advisors
Georgia
$770K -$121K -395 -14%
OCM
3213
Orser Capital Management
Texas
$768K +$714K +2,327 New
GF
3214
GGM Financials
Ohio
$765K +$1.23K +4 +0.2%
STA
3215
Smith Thornton Advisors
Alabama
$763K +$9.51K +31 +1%
AIM
3216
AHL Investment Management
Florida
$762K – – –
SNWA
3217
Siligmueller & Norvid Wealth Advisors
Illinois
$762K +$707K +2,303 New
RK
3218
Rather & Kittrell
Tennessee
$760K +$295K +961 +72%
SSIM
3219
Sheets Smith Investment Management
Texas
$760K +$707K +2,304 New
AGP
3220
Aspire Growth Partners
Florida
$760K -$15.6K -51 -2%
MAMG
3221
Milestone Asset Management Group
Connecticut
$759K -$10.4K -34 -1%
JGIA
3222
Jackson Grant Investment Advisers
Connecticut
$759K -$13.2K -43 -2%
RFP
3223
Roth Financial Partners
Texas
$759K – – –
PWM
3224
Partners Wealth Management
California
$759K +$7.36K +24 +1%
HIG
3225
Heritage Investment Group
Florida
$756K +$92K +300 +15%
127 128
129
130 131